Revenue Guidance Cut: Social media erupted after CoreWeave slashed its FY25 revenue outlook to $5.05 billion-$5.15 billion, prompting a sharp 5.8% after-hours drop. Participants flagged recent credit facility restructurings to avert defaults and over $5 billion in insider sales since the IPO. Bears dominate talk of looming loan maturities and expansion setbacks.
Bullish Technical Signals: Chart-focused traders spotlight bull flags targeting $121-$126 and inverse head-and-shoulders patterns aiming for $108. Unusual options flow, with millions in calls piling into June $100 strikes, fuels breakout speculation above $87-$90 resistance. Resilience near key moving averages adds to optimistic setups ahead of earnings.
Debt Dilemma Persists: Debates rage over potential Nvidia support versus bankruptcy risks from $4 billion in maturing debt. Some view the stock as coiled for a rip, while others caution against lender aversion. Discussions reflect divided views as earnings loom.
Note: This discussion summary was generated from an AI condensation of post data.
CoreWeave Insider Trading Activity
CoreWeave insiders have traded $CRWV stock on the open market 2334 times in the past 6 months. Of those trades, 0 have been purchases and 2334 have been sales.
Here’s a breakdown of recent trading of $CRWV stock by insiders over the last 6 months:
- FINANCIAL LLC MAGNETAR has made 0 purchases and 1216 sales selling 26,711,472 shares for an estimated $3,517,259,049.
- BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 648 sales selling 5,948,894 shares for an estimated $596,255,275.
- BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 167 sales selling 3,846,135 shares for an estimated $381,621,389.
- MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 224 sales selling 1,352,632 shares for an estimated $135,979,375.
- JACK D COGEN has made 0 purchases and 6 sales selling 1,112,004 shares for an estimated $105,297,506.
- KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 28 sales selling 413,435 shares for an estimated $42,284,670.
- NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 28 sales selling 223,439 shares for an estimated $21,433,219.
- CHEN GOLDBERG (SVP of Engineering) has made 0 purchases and 16 sales selling 107,199 shares for an estimated $10,194,602.
- JEFF BAKER (Principal Accounting Officer) sold 5,143 shares for an estimated $533,759
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CoreWeave Revenue
CoreWeave had revenues of $1.4B in Q3 2025. This is an increase of 133.7% from the same period in the prior year.
You can track CRWV financials on Quiver Quantitative's CRWV stock page.
CoreWeave Congressional Stock Trading
Members of Congress have traded $CRWV stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CRWV stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 2 purchases worth up to $30,000 on 10/10, 10/09 and 1 sale worth up to $50,000 on 12/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CoreWeave Hedge Fund Activity
We have seen 506 institutional investors add shares of CoreWeave stock to their portfolio, and 310 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 20,487,478 shares (+275.6%) to their portfolio in Q4 2025, for an estimated $1,467,108,299
- PROFICIO CAPITAL PARTNERS LLC removed 17,851,760 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $1,278,364,533
- MAGNETAR FINANCIAL LLC removed 13,834,923 shares (-14.4%) from their portfolio in Q3 2025, for an estimated $1,893,309,212
- COATUE MANAGEMENT LLC removed 11,072,958 shares (-62.2%) from their portfolio in Q3 2025, for an estimated $1,515,334,302
- INVESTMENT MANAGEMENT CORP OF ONTARIO removed 7,000,000 shares (-80.6%) from their portfolio in Q3 2025, for an estimated $957,950,000
- GOLDMAN SACHS GROUP INC added 6,394,014 shares (+237.9%) to their portfolio in Q4 2025, for an estimated $457,875,342
- JANE STREET GROUP, LLC removed 6,125,817 shares (-49.8%) from their portfolio in Q4 2025, for an estimated $438,669,755
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CoreWeave Analyst Ratings
Wall Street analysts have issued reports on $CRWV in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Roth Capital issued a "Buy" rating on 12/05/2025
- Freedom Capital Markets issued a "Buy" rating on 12/05/2025
- Compass Point issued a "Buy" rating on 11/13/2025
- Wells Fargo issued a "Overweight" rating on 11/12/2025
- HC Wainwright & Co. issued a "Buy" rating on 11/12/2025
- Jefferies issued a "Buy" rating on 11/11/2025
- Evercore ISI Group issued a "Outperform" rating on 09/30/2025
To track analyst ratings and price targets for CoreWeave, check out Quiver Quantitative's $CRWV forecast page.
CoreWeave Price Targets
Multiple analysts have issued price targets for $CRWV recently. We have seen 24 analysts offer price targets for $CRWV in the last 6 months, with a median target of $120.0.
Here are some recent targets:
- Paul Golding from Macquarie set a target price of $115.0 on 01/27/2026
- Brad Zelnick from Deutsche Bank set a target price of $140.0 on 01/27/2026
- Gregg Moskowitz from Mizuho set a target price of $100.0 on 01/27/2026
- Gil Luria from DA Davidson set a target price of $110.0 on 01/26/2026
- Raimo Lenschow from Barclays set a target price of $90.0 on 01/12/2026
- Michael Turrin from Wells Fargo set a target price of $125.0 on 01/08/2026
- Arvind Ramnani from Truist Securities set a target price of $84.0 on 01/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
